PACIFIC BALLROOM DANCE (EIN 331076075) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ROXANNE NIELSEN

Tax Period

2023-07-01 to 2024-06-30

PACIFIC BALLROOM DANCE, founded in 2003, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023.

Mission

PACIFIC BALLROOM DANCE BUILDS CHARACTER IN YOUTH BY PROVIDING A POSITIVE BALLROOM DANCE EXPERIENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $197,744

Program Service Revenue $803,392

Investment Income $6,432

Other Revenue $5

TOTAL REVENUE $1,007,573

Expense Breakdown

Grants Paid $34,640

Salaries & Benefits $652,885

Fundraising Expenses $23,347

Program Expenses $924,792

Other Expenses $377,582

TOTAL EXPENSES $1,065,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,007,573	$1,032,181	0.0%
Expenses	$1,065,107	$1,010,388	+0.1%
Net Income	$-57,534	$21,793	-3.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$100,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXANNE NIELSEN	EXECUTIVE DIRECTOR	40.00	Officer	$82,012	$0	$82,012
RICHARD HARDESTY	FINANCE DIRECTOR	14.00	Officer	$18,800	$0	$18,800
RACHAEL WEISSMAN	TRUSTEE	0.50	Director	$0	$0	$0
HOLLY TRUJILLO	TRUSTEE	0.50	Director	$0	$0	$0
JOHN EVANS	TRUSTEE	0.50	Director	$0	$0	$0
ANTHONY MIGLIORE	TRUSTEE	1.00	Director	$0	$0	$0
SHARON WOLF	TRUSTEE	0.50	Director	$0	$0	$0
BETTY FELKER	TRUSTEE	0.50	Director	$0	$0	$0
SANDY ROMINGER	TRUSTEE	0.50	Director	$0	$0	$0
TERI PHILLIPS	SECRETARY	0.50	Officer Director	$0	$0	$0
ANDREW LEAR	BOARD CHAIR	0.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,007,573	$1,065,107	$395,563	$-57,534
2023	$1,032,181	$1,010,388	$463,768	$21,793
2022	$1,066,006	$926,253	$442,131	$139,753
2021	$873,126	$739,616	$385,465	$133,510
2020	$754,977	$751,623	$258,756	$3,354
2019	$782,659	$749,861	$153,926	$32,798
2018	$652,720	$658,847	$120,373	$-6,127

PACIFIC BALLROOM DANCE